$Applied Materials(AMAT.US) surged over 13%, $Teradyne(TER.US) surged over 10%. This wave of equipment stocks was directly ignited by Micron's record quarterly report—expectations for HBM/DRAM capital expenditures have been raised again. $Applied Materials(AMAT.US) itself also seized the moment to launch six new systems for DRAM and advanced packaging, essentially confirming the narrative that "AI memory production will continue to expand." Both stocks jumped higher at the open. Logically, this doesn't look like a momentary emotional impulse but more like a repricing based on order visibility. Next, we'll watch the pace at which equipment orders materialize.